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Matthew Davis  

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  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Pan

    You missed my point. I am talking about major repairs, not oil changes.

    I don't have to own an EV to know a replacement battery pack costs over $10,000 out of warranty.
    Apr 24, 2015. 11:30 AM | Likes Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    This was a must read pro article.
    Apr 24, 2015. 11:28 AM | Likes Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    I checked last year, it was monthly at 30k shares. I checked today and I looks like he has taken a 2 month breather but still registers two sales and exercise of options sales in 2015.
    Apr 24, 2015. 09:29 AM | Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Tempted to just take the capital gain on DTV when it hits 95 than wait around for a 5% overall gain from the deal.
    Apr 24, 2015. 08:23 AM | Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Looks like we will get the lesser of the deal now. If the market keeps up it irrational exuberance.
    Apr 24, 2015. 08:17 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    No costs with a 3 year vehicle? Great, I would expect so, but wait another 2-5 years and let us know.
    Apr 24, 2015. 08:10 AM | 3 Likes Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    Cramer uses this company as his personal piggy bank. He sells 30k shares every month. Until he stops doing that, and shows its a legitimate company or resigns, then I will take this stock seriously. Look at the insider activity history. Its a joke.
    Apr 24, 2015. 07:55 AM | 4 Likes Like |Link to Comment
  • Microsoft +3.6%; server/cloud growth, buybacks offset Windows decline [View news story]
    The first bullet is misleading.

    It should read like this:

    "In spite of 2% Y/Y drops in Windows volume license, of that 2% OEM Pro revenue fell 19% and non-Pro revenue 26%."

    A 2% decline in Windows OEM volume despite declining PC sales, which is cyclical in the business world like airplane industry there are upgrade cycles. W10 will probably trigger the next upgrade cycle in Business pCs.

    Devices are still very weak. Surface has not even hit 1B in revenue yet and 10M Lumias per quarter stinks.
    Apr 24, 2015. 07:46 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    No one wants to absorb the cost of a hybrid breaking down or battery replacement.
    Apr 23, 2015. 08:07 AM | 16 Likes Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    So you are saying 10% off is a fire sale?

    LOL

    Ok bubba.
    Apr 23, 2015. 07:31 AM | Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    Microsoft band does all of that already.

    12 sensors including GPS. Its not as nice looking as Watch, but it functions more as a health monitor than the Watch ever could.

    galvanic skin senors and uv sensors all nice additions and it works with iOS too!

    :)
    Apr 23, 2015. 07:21 AM | Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    imvho

    Here are many quotes in full context of the article you cite above. If you wish to gloss over the fact that they clearly state, its not possible and the technology doesn't exist yet to monitor glucose levels non-invasively I don't know what else to say other than this fanboy piece was written for someone to let their imaginations run wild. I think you have taken the bait. And clearly have taken the article out of context. It was also written in 2013 before the Apple Watch was even announced.

    "But with the notion of including non-invasive glucose monitoring, this concept almost feels like a contemporary remodel of the defunct GlucoWatch. Remember, the device that Animas bought years ago and discontinued in 2007, after it showed poor results and the unfortunate effect of burning patients' skin? And also the thwarted Glucoband, that never made it to market?"

    A failed technology that never worked with poor results.

    "So perhaps it could only be a matter of time before we see some wearable tech from Apple that includes non-invasive glucose monitoring... even if it just displays data from a blood sugar monitoring app or meter device."

    An app that displays the glucose levels after being read by an actual meter that took a blood sample.

    "Measuring glucose for diabetes is such a tough thing to do, and we bit off more than we ultimately could handle," he said about C8 MediSensors. "Until the lab-to-reality issue is solved, we won't be getting products like this from anyone."

    Because there is no other way to read the contents of your blood other than from direct contact of blood itself.

    "I seriously doubt Apple will ever get into glucose monitoring, especially non-invasively," he wrote in an email. "It doesn't really work and hasn't worked for the last several generations of science -- going all the way back to the late 60's, with probably 200+ failed start-ups in the space."

    As quoted by an expert in this field, its pretty clear, the tech doesn't exist.

    The author self admits in the end that this is all fantasy for now, and that APPLE has not even acknowledged working on such a project. The fact they may have hired (unverified) some non-invasive engineers doesn't prove anything.

    You and several others on this site have made this "glucose monitor for the iWatch" claim and its been debunked.

    Stop spreading rumors
    Apr 23, 2015. 07:13 AM | Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    The watch has limited functionality without the phone and it does not have GPS.
    Apr 23, 2015. 07:02 AM | 1 Like Like |Link to Comment
  • Mattel Shows Signs Of Improvement [View article]
    A huge cash pile burns quickly when no profits are being made.

    DC universe could be a minor catalyst, however, DC has a handful of characters that are successful compared to thousands in the franchises. Ok, listen...HAS up another 6% today.

    I am not convincing you, just look at the track records of the two. Speaks for them selves. Happy hunting.
    Apr 20, 2015. 11:50 AM | Likes Like |Link to Comment
  • Mattel Shows Signs Of Improvement [View article]
    Christian,

    Thanks for replying. I think you made three points that actually strengthen my position by your own examples.

    1.) "Hasbro is a great company but I think better returns can be achieved with Mattel."

    Only if they turn around the business, which is speculative at this point.

    2.) "And Hasbro's earnings beat is not entirely due to Hasbro itself. Hasbro has the licensing rights to Marvel toys. There were 4 Marvel films that came out in 2014. Captain America 2, X-men: Days of Future Past, The Amazing Spiderman 2 and Guardians of the Galaxy."

    It was Hasbro that lobbied for rights to these brands and because they have been good stewards of the brands, have been granted exclusive rights to make them. To say they didn't build that argument is a little ridiculous. Not to mention 2 new Star Wars movies in two years, Star Wars rebels and Avengers 2 and other Marvel movies. Sorry this argument isn't a good one.

    "I don't look at where Mattel is, I look at where I think it's going to be."

    Mattel is going to be in the gutter if you ask me, He-Man? are your serious, what kids identify with that, when they lack a hit cartoon series? My kid doesn't watch He-man, and doesn't watch Monster High. 0-2 My own family isn't a wide example of the market base I understand that but none of his friends are talking about them either.

    Mattel is a speculative turn around play. Not a major contender.
    Apr 20, 2015. 10:04 AM | Likes Like |Link to Comment
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